EXCALIBUR MANAGEMENT CORP
Firm details
- Headquarters
- WALTHAM, Massachusetts
- CRD number
- 110836
- Registered since
- September 11, 1991
- Website
- www.excalmgmt.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, FNZ TRUST COMPANY, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI77.68%
- Individuals14.83%
- Corporations / Businesses4.74%
- Charitable Organizations2.35%
- Pension & Profit Sharing Plans0.41%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Excalibur Management Corp is an independent, SEC-registered advisory firm that serves individual and family clients. The firm operates on a mix of percentage-of-AUM and fixed-fee arrangements and lists financial planning and portfolio management for individuals, small businesses, and institutions among its core advisory activities. Excalibur is owned by an individual and does not identify as an active ESG investor or a multi-state adviser. Its reported industry affiliations include an accountant and an insurance company, which suggests relationships that support tax, reporting and insurance needs for client households and small-business clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities40%
- State & Local Bonds24%
- US Government Bonds18%
- Investment Grade Corp Bonds12%
- Public Funds/Mutual Funds4%
Owners & executives
1 of 1ELLEN BRUNO
Chief Compliance OfficerCRD 2183780
Contacts
3 of 7DAVID LEGGETT
Managing DirectorCRD 5337887
KIMBERLY LEGGETT
Managing DirectorCRD 5340071
MATTHEW DELDUCHETTO
President & PrincipalCRD 4845864
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$24.3M in ETFs
88%
$21.4M
5%
$2.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $5.3M | 27,623 | 21.78% |
Location
WALTHAM, MA
MIDDLESEX
Location
WALTHAM, MA
Headquartered in WALTHAM, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- MIDDLESEX
- Address
- Bay Colony Corporate Ctr Win St
- Time zone
- ET (UTC-5)
- Office locations
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